This system will ensure that it triggers an event for you when certain criteria are met for selected funds. Like you want to book profits if it is out of exit load period, etc.

Step 1

Select the client and click on Holdings on the client panel.

Step 2

On the holdings, page click on the bell icon from the scheme you want to get the alarm.

Step 3

On the Alarms tab, click on "+ Add New"

Step 4 

On the Add alarm tab, Select the Scheme name, Parameter, Condition and Select the value then click on Set Alarm.



When an alarm is triggered, an Event will be added to the client's account